Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,225 | $61,816-68.9% | $97,260-80.2% | $80,935-76.2% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.7%-7.3pp | 67.7%-2.3pp |
| Annual return | 12.38% | -558.73%+571.1pp | 75.54%-63.2pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,564 | $1,836-14.8% | $2,721-42.5% | $2,757-43.3% |
| Participant deferral / active EE | $3,046 | $3,027+0.6% | $4,262-28.5% | $4,299-29.2% |
| Admin fee / account holder | $1,927 | $5,166-62.7% | $5,640-65.8% | $6,924-72.2% |